Panel shipments in June increases slightly in all three sectors, says WitsView

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2007-07-12 16:50

Taiwan--(뉴스와이어)--According to WitsView’s survey, worldwide large-size panel shipments in June reached 31.4 million units, a 1.6% MoM increase. TVs saw the biggest increase, up 4.8% from 6.3 million to 6.6 million units. Notebook and Monitor panels were respectively up by 0.4% and 1.0% to 9.27 million and 15.57 million units. In contrast to May, the sequential increase in all three sectors was weaker. The smaller shipment increase in IT panels stems from the fact that with all the production lines now running at full capacity, it is very hard for manufacturers to expand their panel production. In addition, the stronger margins of the small to mid sized panels has also “snatched away” some of the IT output.

In terms of area shipments, they edged up by 1.0% to 4.53 million square meters. TVs and Monitors were respectively up slightly by 0.8% and 1.8% to 2.15 and 1.74 million square meters. Notebooks, on the other hand, decreased modestly from 0.64 million square meters to 0.635 million square meters.

LCD TV Panels

In June, the worldwide large size TV panel shipments reached 6.6 million units, a MoM increase of 4.8%, which was the largest increase among the three segments. With the new Gen 7.5 lines continuing to add more input capacity, the TV shipment growth has been able to grow more. The size group that stood out the most was the 32” TV panel, where it accounted for 38.1% of the aggregated TV shipments in June. This was quite different compared to the previous 5 months, where the average ratio stood roughly at 35.72%. Amid the continuing 32” price increase, it is a logical assumption that brand vendors are stocking up on their 32” inventory, as they are afraid prices may increase further. According to WitsView’s latest panel price survey, the 32” rose by another $5 to $320 in 1HJuly. The TV shipment screen size breakdown can be seen in the figure below.

LCD Monitor Panels

The aggregated LCD monitor panel shipments in June rose 1.0% to 15.6 million units. The unit base ratio of widescreen monitor shipments continued to rise, where it climbed from last month’s 41.8% to 44% in June. In contrast to May, the 19”W, 20.1”W and 22”W increased respectively from 23.1%, 4.5% and 8.1% to 24.1%, 5% and 9.1%. On the other hand, the 17” slid from 29% to 28.1%, while the 19” dropped from 18.4% to 17%. As panel makers focus on their own widescreen monitor product mix, the widescreen ratio is expected to continue growing. The 4:3 monitors should see a diminishing presence in the market. The Monitor shipment screen size breakdown can be seen in the figure below.

Notebook Panels

The aggregated Notebook panel shipments in June reached 9.27 million units, up 0.4% from 9.23 million units in May. However, in terms of area, it was down slightly by 0.8% to 0.635 million square meters. In the wake of the huge shipment jump in May, the momentum has appeared to slow down in June. A possible explanation is the fact that the NB capacity is being sacrificed for more Monitor output. Furthermore, the growing popularity of small to mid sized panels is also “squeezing” the NB production. It is worthy to see how panel makers strike a balance between NBs and Monitors. The Notebook shipment screen size breakdown can be seen in the figure below.

Conclusion

As the TFT-LCD industry enters into the third quarter of 2007, the back to school factor is expected to further drive up worldwide panel shipments. In addition, to maintain a longer market upturn, manufacturers have become more careful in the way they raise their panel prices in the future. At the same time, they are also trying to allocate sufficient capacity to each different product application. Other factors such as the traditional strong TV sales in 2H07, upcoming NB CPU price cuts, and so forth will also help underpin the overall panel demand.

About WitsView

A LCD market research firm provides the latest information on panel price, market intelligence, including industry update, capacity status, and product information. WitsView is a neutral market research firm established in 2004 and dedicated to the TFT-LCD industry, providing a full coverage of information resources and analytical research to over 1750 companies worldwide. WitsView services clients come from display industry, financial field and international media. WitsView's service consists of all-round quantitative research, bottom-up industry analysis and insightful market viewpoints that enable clients to make prompt and convinced decision. For detailed information, please view: www.witsview.com

웹사이트: http://www.witsview.com